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Question Types and Builder

The questionnaire builder gives you a flexible set of question types to collect exactly the information you need from clients. Here's a closer look at each type and how to use the builder effectively.

Question Types

Short Text

A single-line text input. Best for concise answers.

Good for: Client name, venue name, event theme, company name

Long Text

A multi-line text area that gives clients room to write detailed responses.

Good for: Special requests, event description, dietary requirements, setup instructions

Number

A numeric input that only accepts numbers.

Good for: Guest count, number of hours, budget amount, number of booths needed

Single Select

A dropdown menu where the client picks one option from a list you define.

Good for: Event type (wedding, corporate, birthday), preferred time slot, package selection

Multi Select

Checkboxes where the client can pick multiple options from your list.

Good for: Preferred effects, add-on services, entertainment preferences, available dates

Date

A date picker that lets the client select a specific date from a calendar.

Good for: Event date, setup date, follow-up date, deadline

File Upload

Lets clients upload files directly through the questionnaire.

Good for: Company logos, mood boards, reference images, venue floor plans, guest lists

Building Effective Questionnaires

Ordering Questions

Questions appear in the order you add them. You can drag and reorder questions in the builder to create a logical flow. Start with the basics (event type, date, guest count) and work toward specifics (special requests, file uploads).

Required vs Optional

Mark questions as required when you absolutely need the answer before proceeding. Use optional questions for nice-to-have information that won't block the process.

A good rule of thumb: keep 3-5 questions required and make the rest optional. Clients are more likely to complete shorter mandatory sections.

Placeholder Text

Add placeholder text to give clients a hint about what you're looking for. For example:

"e.g., 150 guests" for a guest count field
"e.g., The Grand Ballroom, 123 Main St" for a venue field
"Describe any specific themes or requests..." for a long text field

Options for Select Questions

When using Single Select or Multi Select types, add clear and complete options. Avoid vague labels — be specific so clients can answer quickly without second-guessing.

Attaching Questionnaires to Proposals

Once your template is ready, you attach it to proposals in the proposal builder:

Open a proposal in the builder
Go to the Questionnaire tab
Select the template you want to attach
Choose the trigger — when the questionnaire appears in the client's flow:

Before Signing — Client must complete it before they can sign
After Signing — Appears right after the signature
Before Payment — Appears before the payment step
After Payment — Appears after payment is complete

Set whether it's required or optional

You can attach multiple questionnaires to a single proposal with different triggers.

What's Next?

Updated on: 06/04/2026

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